SIR Capital Management’s Dycom Industries DY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.23M Sell
37,777
-19,200
-34% -$4.69M 0.82% 34
2025
Q1
$8.68M Buy
56,977
+36,200
+174% +$5.51M 0.76% 42
2024
Q4
$3.62M Buy
+20,777
New +$3.62M 0.37% 56